Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Paul Chew, CFA, Head of Investments. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

Sara Grillo

JULY 8, 2022

Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Mark Kodenski, Private Client Portfolio Manager. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 1, 2015

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Rude Awakening.

Food 52

Food Portfolio Management Sales Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. Such protection can be a cornerstone for sound estate planning. By Paul Chew, CFA, Head of Investments.

Transportation 52

Transportation Economy Government Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Such protection can be a cornerstone for sound estate planning. By Paul Chew, CFA, Head of Investments. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Banking 40

WiserAdvisor

APRIL 12, 2024

Conversely, maintaining a manageable client load allows financial advisors to delve deeply into each client’s unique financial circumstances, goals, and aspirations, tailoring their recommendations and strategies accordingly. How to determine a good financial advisor-to-client ratio?

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

WiserAdvisor

JANUARY 3, 2024

You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Consider consulting with a financial advisor who can help create a suitable investment portfolio for attaining your retirement goals.

Retirement 52

Retirement Portfolio Investing Investments 52

Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Diamonds In The Rough. By Mark Kodenski, Private Client Portfolio Manager. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth.

Economy 52

Economy Taxes Clients Assets 52

Sara Grillo

APRIL 11, 2022

Yeah, I did that early in the 1990s, that I had some understanding of portfolio management after allows in the investment industry, it seemed to me I should have some understanding, and it was odd that the firm that I worked for torpedo didn’t require any training at all, except you know what they wanted you to have.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. When she worked at Google, she wrote an internal article about her fear of driving, and as a result the company invited her into its pilot program for autonomous vehicles. She commuted in a self-driving car for an extended period, and the car worked perfectly.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. When she worked at Google, she wrote an internal article about her fear of driving, and as a result the company invited her into its pilot program for autonomous vehicles. She commuted in a self-driving car for an extended period, and the car worked perfectly.

Investing 52

Investing Investments Clients Numbers 52

Nerd's Eye View

AUGUST 23, 2024

financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g., Read More.

Financial Planner 245

Financial Planner Retirement Estate Planning Clients 245

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And subsequently, when I covered mutual funds for the journal, was the star manager profile.

Investing 147

Investing Investments Retirement Management 147

Brown Advisory

DECEMBER 2, 2015

An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. When an aging parent with an air-tight estate plan fails to prepare heirs for an inheritance, an act of kindness runs a high risk of backfire.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

SEPTEMBER 3, 2015

Such protection can be a cornerstone for sound estate planning. A discretionary trust can provide a means of multigenerational estate planning by establishing how assets are passed on and reduce future generations’ potential estate-tax liability. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”

Clients 286

Clients Financial Advisor Taxes Investing 286

The Big Picture

APRIL 8, 2025

And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. You, you mentioned autonomous and defense, this giant New York Times article Yeah. 00:26:17 [Speaker Changed] Absolutely.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147